Strategic Financial Solutions Advisor

Bank of America; Duncanville (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused financial services professional to help clients meet financial goals through brokerage products, banking and investment solutions. You will triage client leads, refer to partners, and review goals with clients, while pursuing required licenses and maintaining compliance.

The role emphasizes relationship building, time management, and the ability to navigate a fast-paced environment with a strong client-first mindset.

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds—Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial services professional to help clients meet financial goals through brokerage products, banking and investment solutions. You will triage client leads, refer to partners, and review goals with clients, while pursuing required licenses and maintaining compliance.

The role emphasizes relationship building, time management, and the ability to navigate a fast-paced environment with a strong client-first mindset.